The U.S. and China’s exchanged tariff hikes, hurting confidence and making August a risk-off month amid ongoing trade tensions.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Key findings from the Multi-Asset Solutions Strategy Summit
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Listen to our 2019 LTCMA themes and forecasts.